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Virtual Assistant Lead Network

Virtual Assistant Lead Network

Connecting businesses with Australian Virtual Assistants and Online Business Managers | Find a VA or OBM | Grow your VA Business

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Client Onboarding

Client Onboarding

Client Onboarding – Agenda, Prep & Post-meeting Steps

When our sister business, Thought Penny, is engaged by a new client, the following happens BEFORE work commences: While an employer would facilitate an employee's onboarding, virtual assistants and managers should take ownership of their clients' onboarding. Your new client is looking to you. You need to communicate the next steps and manage the onboarding preparation, agreement, agenda, ... Read on

Client Onboarding, Marketing, Sales

Testing the Waters

If you intend to operate as a sole trader, applying for an ABN is free and straightforward through the Australian Business Register. You don't need a trading name or a complete business setup to do this. You can apply under your own name. Not sure which business structure is right for you (sole trader, company, trust)? Check out this webinar, and seek personal advice from a qualified ... Read on

Automation, Client Onboarding, Marketing, Productivity, Task & Project Management

Keap Max Classic (fka Infusionsoft)

To access this beginner and intensive automation training, you will be asked for a Keap ID. Get a Keap ID by starting a free trial of Keap Pro here. ... Read on

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